Firm
Sinopoli & Sinopoli Financial Services
East Syracuse, New York
Fee-only
Sinopoli & Sinopoli Financial Services at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the PFS.
- Its Form ADV reports 4 employees and 30 individual clients, 27 of them high net worth.
- Its average account is about $1.9 million (assets it manages divided by its 8 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | East Syracuse, New York |
|---|---|
| Website | sinopoli.com |
| Phone | (315) 474-7500 |
Sinopoli & Sinopoli Financial Services fees
Sinopoli & Sinopoli Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $15 million |
| Individual clients | 3 |
| High-net-worth clients | 27 |
| Accounts managed | 8 |
| Employees | 4 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 118559 |